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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-26 |
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
455 E. Eisenhower Pkwy Ste 240, Ann Arbor, MI 48108 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ann Arbor | MI | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ann Arbor | MI | 11/2016 | 04/2024 |
| &Partners, Llc | Nashville | TN | 04/2024 | Present |
ARBOR AVENUE PARTNERS LLC POSITION: Co-Founder NATURE: Arbor Avenue holds cash for expense sharing and operations items as well as the investment of &Affiliates LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: Ann Arbor MI 48108, United States DESCRIPTION: No obligation or duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-18 |
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